Reported Earnings • Aug 13
Second quarter 2026 earnings released Second quarter 2026 results: Revenue: CN¥547.7m (up 11% from 2Q 2025). Net income: CN¥17.8m (down 68% from 2Q 2025). Profit margin: 3.3% (down from 11% in 2Q 2025). The decrease in margin was driven by higher expenses. 공고 • Jun 30
Union Semiconductor (Hefei) Co., Ltd. to Report First Half, 2026 Results on Aug 13, 2026 Union Semiconductor (Hefei) Co., Ltd. announced that they will report first half, 2026 results on Aug 13, 2026 New Risk • Jun 05
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 2.3% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.6% net profit margin). Shareholders have been diluted in the past year (20% increase in shares outstanding). 공고 • May 28
Union Semiconductor (Hefei) Co., Ltd. (SHSE:688403) announces an Equity Buyback for CNY 120 million worth of its shares. Union Semiconductor (Hefei) Co., Ltd. (SHSE:688403) announces a share repurchase program. Under the program, the company will repurchase up to CNY 120 million worth of its class A shares. The shares will be repurchased at a price of not more than CNY 27.71 per share. The program will be funded from own Funds and Special Repurchase Loans. The purpose of the program is ESOP or equity incentives. The shares repurchased will be cancelled. The program will be valid for 12 months. Board Change • May 20
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Kun Luo was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. 공고 • Mar 30
Union Semiconductor (Hefei) Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026 Union Semiconductor (Hefei) Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026 공고 • Mar 19
Union Semiconductor (Hefei) Co., Ltd., Annual General Meeting, Apr 09, 2026 Union Semiconductor (Hefei) Co., Ltd., Annual General Meeting, Apr 09, 2026, at 14:30 China Standard Time. Location: The Company's Meeting Room, Hefei, Anhui China 공고 • Dec 26
Union Semiconductor (Hefei) Co., Ltd. to Report Fiscal Year 2025 Results on Mar 20, 2026 Union Semiconductor (Hefei) Co., Ltd. announced that they will report fiscal year 2025 results on Mar 20, 2026 공고 • Sep 30
Union Semiconductor (Hefei) Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025 Union Semiconductor (Hefei) Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025 공고 • Jul 03
Union Semiconductor (Hefei) Co., Ltd. to Report First Half, 2025 Results on Aug 26, 2025 Union Semiconductor (Hefei) Co., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025 공고 • Dec 27
Union Semiconductor (Hefei) Co., Ltd. to Report Fiscal Year 2024 Results on Mar 28, 2025 Union Semiconductor (Hefei) Co., Ltd. announced that they will report fiscal year 2024 results on Mar 28, 2025 Valuation Update With 7 Day Price Move • Nov 11
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to CN¥10.40, the stock trades at a trailing P/E ratio of 55.5x. Average trailing P/E is 68x in the Semiconductor industry in China. Total loss to shareholders of 4.0% over the past year. Reported Earnings • Oct 24
Third quarter 2024 earnings released: EPS: CN¥0.05 (vs CN¥0.064 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.05 (down from CN¥0.064 in 3Q 2023). Revenue: CN¥396.4m (up 16% from 3Q 2023). Net income: CN¥41.2m (down 28% from 3Q 2023). Profit margin: 10% (down from 17% in 3Q 2023). New Risk • Sep 30
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (26% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.6% average weekly change). 공고 • Sep 30
Union Semiconductor (Hefei) Co., Ltd. to Report Q3, 2024 Results on Oct 24, 2024 Union Semiconductor (Hefei) Co., Ltd. announced that they will report Q3, 2024 results on Oct 24, 2024 Reported Earnings • Aug 31
Second quarter 2024 earnings released: EPS: CN¥0.04 (vs CN¥0.073 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.04 (down from CN¥0.073 in 2Q 2023). Revenue: CN¥358.3m (up 14% from 2Q 2023). Net income: CN¥33.3m (down 40% from 2Q 2023). Profit margin: 9.3% (down from 18% in 2Q 2023). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • Jul 23
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to CN¥7.06, the stock trades at a trailing P/E ratio of 29.7x. Average trailing P/E is 50x in the Semiconductor industry in China. 공고 • Jun 28
Union Semiconductor (Hefei) Co., Ltd. to Report First Half, 2024 Results on Aug 31, 2024 Union Semiconductor (Hefei) Co., Ltd. announced that they will report first half, 2024 results on Aug 31, 2024 공고 • Apr 21
Union Semiconductor (Hefei) Co., Ltd., Annual General Meeting, May 15, 2024 Union Semiconductor (Hefei) Co., Ltd., Annual General Meeting, May 15, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Hefei, Anhui China Reported Earnings • Apr 20
Full year 2023 earnings released: EPS: CN¥0.23 (vs CN¥0.24 in FY 2022) Full year 2023 results: EPS: CN¥0.23. Revenue: CN¥1.24b (up 32% from FY 2022). Net income: CN¥196.0m (up 11% from FY 2022). Profit margin: 16% (down from 19% in FY 2022). The decrease in margin was driven by higher expenses. 공고 • Mar 30
Union Semiconductor (Hefei) Co., Ltd. to Report Q1, 2024 Results on Apr 23, 2024 Union Semiconductor (Hefei) Co., Ltd. announced that they will report Q1, 2024 results on Apr 23, 2024 Reported Earnings • Feb 26
Full year 2023 earnings released: EPS: CN¥0.23 (vs CN¥0.24 in FY 2022) Full year 2023 results: EPS: CN¥0.23. Revenue: CN¥1.24b (up 32% from FY 2022). Net income: CN¥195.8m (up 11% from FY 2022). Profit margin: 16% (down from 19% in FY 2022). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • Feb 09
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to CN¥8.70, the stock trades at a trailing P/E ratio of 41x. Average trailing P/E is 48x in the Semiconductor industry in China. 공고 • Dec 23
Union Semiconductor (Hefei) Co., Ltd. (SHSE:688403) announces an Equity Buyback for CNY 100 million worth of its shares. Union Semiconductor (Hefei) Co., Ltd. (SHSE:688403) announces a share repurchase program. Under the program, the company will repurchase up to CNY 100 million worth of its A shares. The shares will be purchased at a price not exceeding CNY 16.33 per share. The repurchased shares will be used for employee stock ownership plans, equity incentive plans or to convert corporate bonds issued by listed companies that can be converted into stocks. The program will be funded from company's own funds or self-raised funds. The program will be valid for 12 months. Reported Earnings • Nov 01
Third quarter 2023 earnings released: EPS: CN¥0.069 (vs CN¥0.07 in 3Q 2022) Third quarter 2023 results: EPS: CN¥0.069. Revenue: CN¥338.1m (up 43% from 3Q 2022). Net income: CN¥60.0m (up 21% from 3Q 2022). Profit margin: 18% (down from 21% in 3Q 2022). Valuation Update With 7 Day Price Move • Oct 30
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to CN¥10.70, the stock trades at a trailing P/E ratio of 53.6x. Average trailing P/E is 69x in the Semiconductor industry in China. 
